+4,437.1%
SNDK vs IWD
+35.2%
+4,401.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -6.1% |
| 7D | -6.1% | -0.8% | -5.3% | -4.1% |
| 30D | +21.5% | -0.8% | +22.4% | +23.3% |
| 3M | -13.2% | +6.9% | -20.1% | -30.5% |
| 6M | +149.2% | +18.3% | +130.9% | +50.6% |
| YTD | +588.1% | +22.4% | +565.7% | +280.4% |
| 1Y | +1,837.5% | +27.4% | +1,810.1% | +880.8% |
| All | +4,437.1% | +35.2% | +4,401.8% | +2,275.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling